Americas Best TAMPS 2024 - 36

2024 AMERICA'S BEST TAMPS
ORION
Natalie Wolfsen
CEO
Orion * 17605 Wright Street, Omaha, NE 68130
orion.com
Orion helps financial advisors build strong and profitable businesses. To
do that, we seamlessly integrate technology that is equal parts intuitive and
powerful, with flexible investment options and hands-on product support in
one cohesive platform.
The backbone of our platform is advisor technology that is powerful
enough to support advisory growth, yet usable, allowing us to continuously
integrate innovative and robust fintech into our turnkey investment platform.
Our direct link to leading technology development-as well as being the
only firm with behavioral finance embedded across our full suite of tech and
investment solutions-helps create a more comprehensive platform through
which advisors can build holistic client investment portfolios.
Our process empowers
advisors to attract new
clients; connect goals more
meaningfully to investment
strategies and outcomes;
and track progress toward
each investor's unique
definition of financial
success. Following multiple
acquisitions and new product
launches, our primary focus
is to orient everything around
the advisor.
Our solutions are critical
in how advisors manage
their data, but our open
approach-with 300+
partnerships-empowers
advisors and their
enterprises to craft their ideal
fintech stack. The crossplatform
surfacing of key
client information supports
our TAMP.
We aim to back up the
client experience with a
broad array of investment
options and empower
advisors to see why, and
how, to use those options in
portfolios.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUPPORT
CONTRACT
PRODUCT
VALUE CHAIN
MARKETING
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
GROWTH
IPO
ORGANISATIONSCALABILITY
DECISION MAKING
INNOVATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
SOLUTION
CALENDAR
REPORT
CONTROL
THINK OUTSIDE
THE BOX
ACHIEVEMENT
EXPLORE
GLOBAL BUSINESS
SELL SHARE
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
PRESENTATION
FINANCIAL PLANNING TOOLS
CROWD FUNDING
COMPETITION
PATENT
DECREASE
LAUNCH
PARTNERSHIP
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
EARNINGS
ANALYSIS
BEHAVIORAL FINANCE TOOLS
BEHAVIORAL FINANCE TOOLS
TESTING
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
CLIENT-FACING
PERFORMANCE REVIEWS
CLIENT PORTAL
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
CUSTODIAN AGNOSTIC
PROJECT
CONTRACT
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
DIRECT INDEXING
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
36
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
TAX-LOSS HARVESTING
FINANCIAL RISK
GROWTH
VISION
MARKETING SUPPORT
IPHONE OR ANDROID APP
PLATFORM LAUNCH
UNICORN
MODEL MARKETPLACE
PRIVATE LABELING
To help advisors confidently support their entire book of business, we
maintain investment options that are flexible, yet manageable.
Our simplified UMA process, selective approach to third-party strategists,
and proprietary investments enable advisors to efficiently and reliably build
well-diversified portfolios to help clients achieve their goals.
A dedicated high-net-worth program supports additional opportunities
through direct access to specialty investment strategists and a collaborative
case design approach.
And with our full-service trading desk-featuring tax-loss harvesting
capabilities and custom model management-advisors can implement their
unique investment philosophy with ease.
We invite you to learn more about how we are helping advisors manage
their investments, clients, and business with confidence.
47 ED I T A B L E L I N E I C O N S S E T
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
TM
New business contact:
Alyssa Seidl
VP, WMP, Hybrid Sales
Phone: (920) 277-9490
Email: alyssa.seidl@orion.com
CONTACT
Type of Program: TAMP,
mutual funds, ETFs, SMAs,
financial planning
Total Assets in Program:
$63.1 billion
Year Program Began: 2001
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Advisor-directed mutual fund,
SMA, fixed income, high-networth
Platform
Tracks Client
Holdings: Yes
Program Compatible
for: RIAs, broker-dealers,
investment advisor
representatives
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Beta, Active,
Diversifier
https://www.linkedin.com/company/orionwealthtech/ https://orion.com/request-demo
Americas Best TAMPS 2024

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